EWM
V icon

Edge Wealth Management’s Visa V Stock Holding History

Edge Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Hold
745
– – 0.04% 71
2026
Q1 		$225K Hold
745
– – 0.04% 75
2025
Q4 		$261K Hold
745
– – 0.05% 68
2025
Q3 		$254K Hold
745
– – 0.05% 76
2025
Q2 		$265K Hold
745
– – 0.05% 69
2025
Q1 		$261K Hold
745
– – 0.05% 64
2024
Q4 		$235K Hold
745
– – 0.05% 69
2024
Q3 		$205K Buy
+745
New +$201K 0.04% 73
2024
Q2 		– Sell
-745
Closed -$208K – 85
2024
Q1 		$208K Sell
745
-235
-24% -$64.9K 0.04% 70
2023
Q4 		$255K Hold
980
– – 0.06% 65
2023
Q3 		$225K Hold
980
– – 0.05% 65
2023
Q2 		$233K Hold
980
– – 0.05% 66
2023
Q1 		$221K Hold
980
– – 0.05% 63
2022
Q4 		$202K Buy
+980
New +$198K 0.05% 73
2022
Q1 		– Sell
-263
Closed -$57K – 438
2021
Q4 		$57K Sell
263
-44
-14% -$9.45K 0.01% 169
2021
Q3 		$68K Buy
307
+35
+13% +$8.21K 0.01% 164
2021
Q2 		$64K Hold
272
– – 0.01% 174
2021
Q1 		$58K Buy
272
+44
+19% +$9.26K 0.01% 183
2020
Q4 		$50K Sell
228
-68
-23% -$13.9K 0.01% 182
2020
Q3 		$59K Sell
296
-273
-48% -$54.5K 0.01% 190
2020
Q2 		$110K Hold
569
– – 0.02% 190
2020
Q1 		$94K Buy
569
+178
+46% +$33.5K 0.02% 178
2019
Q4 		$73K Hold
391
– – 0.01% 225
2019
Q3 		$67K Hold
391
– – 0.02% 223
2019
Q2 		$67K Hold
391
– – 0.01% 231
2019
Q1 		$61K Sell
391
-1,237
-76% -$178K 0.02% 224
2018
Q4 		$215K Hold
1,628
– – 0.06% 130
2018
Q3 		$244K Hold
1,628
– – 0.06% 130
2018
Q2 		$216K Buy
1,628
+1,510
+1,280% +$194K 0.06% 139
2018
Q1 		$14K Hold
118
– – ﹤0.01% 346
2017
Q4 		$13K Hold
118
– – ﹤0.01% 352
2017
Q3 		$12K Hold
118
– – ﹤0.01% 351
2017
Q2 		$11K Hold
118
– – ﹤0.01% 360
2017
Q1 		$11K Hold
118
– – ﹤0.01% 346
2016
Q4 		$9K Hold
118
– – ﹤0.01% 353
2016
Q3 		$10K Sell
118
-58
-33% -$4.64K ﹤0.01% 338
2016
Q2 		$13K Hold
176
– – 0.01% 295
2016
Q1 		$13K Hold
176
– – 0.01% 261
2015
Q4 		$14K Hold
176
– – 0.01% 266
2015
Q3 		$12K Buy
176
+100
+132% +$7.14K ﹤0.01% 276
2015
Q2 		$5K Hold
76
– – ﹤0.01% 347
2015
Q1 		$5K Buy
76
+8
+12% +$529 ﹤0.01% 347
2014
Q4 		$4K Hold
68
– – ﹤0.01% 358
2014
Q3 		$4K Hold
68
– – ﹤0.01% 355
2014
Q2 		$4K Buy
+68
New +$3.56K ﹤0.01% 332

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM